2015 vlsiresearch all stars and hall of fame all_stars-hall_of_fame... · 2016. 12. 12. · pat e....

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• 2016 All Stars of the Semiconductor Industry– J.K. Park, Besi

– Tom Caulfield, GLOBALFOUNDRIES

– Mark Bohr, Intel

– Asher Levy, Orbotech

– Jack Sun and Cliff Hou, TSMC

– Heinz Kundert, VAT Vacuum

• 2016 Inductees to the Hall of Fame

– Andy Bryant, Intel

– Gary Patton, GLOBALFOUNDRIES

– Also expanded to cover all of Semiconductors

• CHIP MAKING INDUSTRY HALL OF FAME

The Chip Insider®

2016 All Stars and Hall of Fame

12 December 2016 1


ALL STARS

OF THE CHIP MAKING INDUSTRY

• These are the executives that made the most of this year

• For some, it has taken several years of methodical

execution to an overarching strategy to bring this year

together

• For others it was about being fleet of feet

• They will tell you they are parts of bigger teams who

really made it possible

– It’s true, but these people took the point, making them the

most visible for either adulation or the well-placed sniper’s

bullet

• They have led the industry and their companies forward,

for which we can all be thankful

12 December 2016 2


2016 All Stars

J.K. Park: Has been critical to Besi’s success by running the company’s Asia Pacific Sales;

instrumental in establishing great customer

relationships that have resulted in record sales

for Besi

• J.K. has a unique understanding of technology

direction, technical specs, and implementation

timing

• Significant contributions in building the ONE Besi

organization

– Integrating all Besi cultures to work together as

tightly unified global equipment supplier

• Never satisfied, drives himself and his organization

in continuous improvement

12 December 2016 3


Tom Caulfield: Successfully brought GLOBALFOUNDRIES’ Malta Fab up to its core

capability to reliably deliver leading-edge chip

manufacturing

• Walked-the-talk delivering what’s been promised and

managing customer expectations

• Elevated a first-time-right attitude as key performance

metric for all designs, resulting in

– Excellent track record of yielding first-time-right silicon

– Key design wins resulting in increased14nm production

• Tom’s manufacturing leadership enabled

GLOBALFOUNDRIES to tape out over 20 14nm designs

into production by end of 2016

2016 All Stars

12 December 2016 4


Mark Bohr: Continued to drive Moore’s law, leading Intel’s 10nm development efforts into

successful high-volume production ramp

• Mark has been intimately involved in each

manufacturing node since 80s

• Continues to push limits of scaling by driving

realization of innovation at Intel

– Under his leadership, Intel has brought

groundbreaking technologies to production with an

unmatched consistency of cadence

• Mark’s work has enabled Intel to maintain

semiconductor technology leadership in all key

metrics including

– Device performance

– Active power reduction

– Performance-per-Watt

2016 All Stars

12 December 2016 5


Asher Levy: Successful business leadership at Orbotech, resulting in a world-class equipment

and technology supplier

• Acquisition and successful integration of SPTS

into Orbotech added strong business into portfolio

– SPTS is today a leader in advanced packaging

equipment market with substantial wins over last

two years

• Orbotech’s business has been booming recently

due to well-positioned products

‒ Display and PCB business are thriving due to

expanding markets

‒ Semiconductor equipment is expanding packaging

applications

• Resulting record year in 2016

2016 All Stars

12 December 2016 6


Jack Sun and Cliff Hou: Accelerated TSMC’s R&D and challenged Intel in industry technology

leadership, ultimately benefitting customers and

consumers with wider access to cutting-edge IC

performance and technology

• Dr. Sun has been vital in implementing Chairman

Chang’s vision of accelerating node TSMC’s

transitions since 65nm introduction

̶ Successful 10nm ramp and race to 7nm

• Dr. Hou has delivered the technology implementation

along with design enablement

– TSMC’s Open Innovation Platform has enabled

customers’ designs to be ported seamlessly into

TSMC’s manufacturing

2016 All Stars

12 December 2016 7


2016 All Stars

Heinz Kundert: Successfully executed VAT Vacuum’s transformation from a private family-

managed business into a global public critical

sub-system supplier

• Built up a new and experienced team to execute

this transformation in very short time

• Vision to position VAT to exploit current surge in equipment demand

– VAT is achieving record sales and profitability in

2016

– Share price is up 75% since April 2016 IPO

– Has ability to operate all major regions and forge

relationships across equipment supply chain

• Heinz is positioning VAT for future growth with

strategic investments in semiconductor equipment

and other industries

12 December 2016 8


VLSIresearch’sCHIP MAKING INDUSTRY HALL OF FAME

• These are the executives who have made systematic

contributions to our industry

• They were key to the advancement of

– Customers

– Technology

– Moore’s Law

– Business Fundamentals

• Without them, our industry would be much smaller

– And would have had a much smaller impact on everyone’s lives

around the globe

12 December 2016 9


2016 Inductee to the Hall of Fame

Andy Bryant (2016): Operational, business and financial leadership for decades; in his multiple

roles he has been a part of all of Intel’s strategic

moves

• Andy is true scholar of Moore's Law

– Knows how to apply Moore’s law as a semiconductor

industry business model and not just a marketing ploy

• How it can be turned into a multi-billion dollar business

that has sustained for decades

– His experience through decades of investing in

technology and research have provided unique insight

into technology business management

• Andy’s lifetime leadership has kept Intel in the

forefront of business and financial management

– Intel is one of the most profitable manufacturing-based

companies

12 December 2016 10


2016 Inductee to the Hall of Fame

Gary Patton (2016): Decades of technology vision and leadership for IBM and now

GLOBALFOUNDRIES

• Gary has provided technology leadership in

developing and commercializing critical technologies

– Cu damascene process, strained silicon, FinFET

– Moving scaling from lithography and into materials and

design based innovation

• Instrumental in tailoring IBM’s semiconductor

pipeline into GF’s foundry environment

– Enabling the transfer of IBM’s research under

GLOBALFOUNDRIES’ umbrella

– Establishing solid roadmap for 7nm and beyond

– Driving GLOBALFOUNDRIES’ differentiation using

22nm FDX™ FD-SOI platform

12 December 2016 11


VLSIresearch’s newSEMICONDUCTOR INDUSTRY HALL OF FAME

No longer just about Chip Making, we are now

including people who changed the business:

Gordon A. Campbell: Father of the Fabless model

Morris Chang: Father of the Foundry model

Andrew Grove: A career of remarkable bandwidth

Pat E. Haggerty: Broke semiconductors out

Gordon Moore: Created the business model

Robert Noyce: The true father of Silicon Valley

Charlie Sporck: Perfected manufacturing discipline

12 December 2016 12


Gordon A. Campbell is the father of the fabless semiconductor industry

• Co-founded Chips and Technologies in 1985

– First successful fabless company

• Created the fabless business model

– It would be cloned to create an entire industry

– Made the foundry model possible

• Proved the fabless model worked in large markets

– Ultimately became larger than what a single fab could

fill

– It blew the PC up into an open horizontal standard

• to drive volume via a SoC chip set model

– Resisted turning to an IDM model

VLSIresearch’sSEMICONDUCTOR INDUSTRY HALL OF FAME

12 December 2016 13


Morris Chang is the father of the semiconductor foundry industry

• TSMC was the first dedicated chip foundry

• Prior to his founding of TSMC, there was only a

foundry service model

– Service providers were suppliers and competitors

– Foundry services were only a side business to fill

capacity

• TSMC was architected to be trusted

– Would never compete with its customers

• A true visionary, he saw how EDA’s cleaving of

design and process made it possible to split the

industry into fabless and foundry

– Ending IDM foundry service conflicts of interest


12 December 2016 14


Andrew Grove had a career of remarkable bandwidth and contributions

• His engineering texts on process technology were the

mainstay of process engineers throughout the early

days of the industry

• Later his management texts became just as important

• He ended second sourcing via his virtual second

source strategy

• He was the first to directly market chips to consumers

• His extendibility model for microprocessors meant the

PC market would gain scale, making computers

affordable for the masses


The Chip History Center

12 December 2016 15

http://www.chiphistory.org/legends.html


Pat E. Haggerty broke semiconductors out of old-guard electronics companies

• Military needed reliable transistors

– Old-guard electronics companies were not delivering

– They simply moved too slow

• “One day this Texan walks into” Howard Moss’s office

at the U.S. Army Signal Corps Lab, Ft. Monmouth,

N.J.

– Pulls a beaker, a jug of water, a Bunsen burner, and a

transistor radio out

– Brings the water to a boil, turns on the radio, and drops it into

the water

– As the radio played in boiling water, Haggerty said. “Mr. Moss,

I want to talk to you about reliability.”

– Howard Moss wrote him a check that day for a contract

– With it, the modern semiconductor industry was born

• An industry that would epitome of fast product

development cycle times


Source: conversations with Howard Moss

12 December 2016 16


Gordon Moore created the business model for the entire industry with his 1965 paper describing

what would later become known as Moore’s law

• Showed how innovation was a fourth factor of production

– First relevant work in what become known as innovation

economics

• His strategy for Intel created the first vertical product

semiconductor company

– By focusing Intel as a start-up in memories, he showed that

a chip company could be successful with a single product

focus

– His strategy also created the first IC/MOS specialist

• Drove further focus with a non-vertically integrated

model

– Intel was the first with an explicit strategy of not making its

own masks, materials, and equipment


12 December 2016 17


Robert Noyce is the true father of the IC and Silicon Valley, the original model for start-ups and

serial entrepreneurs, as well as the first statesman

for the semiconductor industry

• All ICs would be integrated with the planar process

– The key differentiating factor in his patent

• Led the ‘traitorous 8’ from Shockley to start Fairchild

• Then led the spin off from Fairchild that would put the

‘Silicon’ in Silicon Valley to start Intel

– This was the start of the Venture Capital model for

funding start-ups

• His vision was that the pie was bigger than any one

company

• As first CEO of SEMATECH, his efforts were key to

saving America’s semiconductor industry



Intel's Business Plan

Noyce's IC

12 December 2016 18

http://www.chiphistory.org/legends.htmlhttp://www.chiphistory.org/exhibits/ex_images_of_history/ex_IoHb_1968_intelbp/ex_IoHb_1968_intelbp.htmhttp://www.chiphistory.org/equipment_landmarks/1960/lm_ic_invent_1958/lm_ic_invent_1958.htm


Charlie Sporck perfected manufacturing management and drove the first off-shoring, putting

assembly plants in Asia

• He was the first real manufacturing person at Fairchild

– Led the industry from the lab to the fab

– Was pushed out by management consultants

– Fairchild never regained its edge

• Saved National Semiconductor in a key turn-around

– Developed manufacturing engineering long before it was a

profession -- used to drive down prices, via lower costs

– Became one of the Big 3: AMD, Intel, & National

• One of the first to raise the flag against the threat of

Japan

– Key founder of the SIA, SRC, and SEMATECH

• Kept unions out of semiconductors

– “I make less than the Union bosses do.”

– Treat your people well and they won’t need Unions



12 December 2016 19

http://www.chiphistory.org/legends.html



Alex d'Arbeloff (1993)

James Bagley (1994)

Richard Blickman (2011)

Robert Boehlke (2005)

Mark Bohr (2006)

Mike Bradley (2013)

Martin van den Brink (2006)

Mike Cadigan (2008)

Sunlin Chou (2006)

Gary Dickerson (2006)

Roger Emerick (1993)

Paolo Gargini (2009)

Aart de Geus (2012)

Robert Graham (1993)

Gary Heerssen (2012)

Terry Higashi (2005)

Bill Holt (2015)

Robert Holzel (1993)

Bob Huston (2006)

Winfried Kaiser (2008)

Tokuo Kubo (1993)

C. Scott Kulicke (1994)

Patrick Lam (2006)

Jean LeMoin (1994)

Ken Levy (1995)

Walt Mathews (1995)

Toshio Maruyama (2009)

Haruo Matsuno (2014)

Dan Maydan (1996)

Eric Meurice (2008)

James Morgan (1993)

Steve Newberry (2011)

Karl Nicklaus (1994)

Mike Polcari (2009)

Arthur del Prado (1993)

Egon Putzi (2006)

Barry Rapozo (2006)

Ken Schroeder (1996)

Mike Splinter (2007)

Larry Sumney (2009)

Jon Tompkins (1996)

Randhir Thakur (2012)

Ray Thompson (2006)

Papken Der Torossian (1994)

Tetsuo (Tom) Tsuneishi (2015)

Kouichi Uehara (2007)

Kazuo Ushida (2007)

Shoichiro Yoshida (1993)

Arthur Zafiropoulo (1994)

12 December 2016 20



Alex d'Arbeloff (1993) can probably lay claim to being the leader of a semiconductor equipment

company longer than anyone in history

• Earned this distinction with honor--Teradyne has

been consistently well-managed and profitable under

his tenure

• Kept Teradyne a consistent leader in ATE,

throughout more than twenty years of business and

product cycles

• Brought a strong sense of ethics to the equipment

industry that all companies would do well to emulate

Alex d’Arbeloff died on

July 8, 1998

12 December 2016 21


James Bagley (1994) built an infrastructure that created industry's first billion-dollar company

• Saw infrastructure as key to the planned

architectural growth of an organization – Competent individuals are hired in advance of need, ensuring

that a company never outgrows its ability (a typical problem

for early equipment companies)

• An early visionary to recognize that the days of

captive equipment organizations were numbered

– Always had crystal clear vision and decisively moved

organizations to take advantage of it

• Successfully jumped from the world’s captive

equipment company (TI)

– To build the world’s largest merchant equipment company

(Applied Materials)

– Then jumped again to save Lam Research

– Few can say they engineered global success three times


12 December 2016 22


Richard Blickman (2011) has built BE Semiconductor into a world-class assembly

equipment company through a string of crafty

acquisitions, persistent operational standardization

& excellence, as well as alignment of products to

end-application markets

• Also moved company out of Europe to Asia,

completely reengineering the company’s cost

structure

• Successful acquisitions are rare; successful

corporate moves are even rarer

– Yet, these tactics that so many others have failed at, resulted

in the company doubling its size over the last ten years, as it

also became a leader in profitability

• This is a feat that only a few tier-one equipment

suppliers have achieved


12 December 2016 23



Robert Boehlke (2005) transformed KLA from technology leader that analysts described as

“flakey” to a profitable “well oiled machine”

• Before he took charge as CFO, KLA was always

missing quarters and never earned consistently

• Few CFOs ever have a transformative effect, which

makes Bob so special

• What makes him stand above the crowd is his unique

understanding of human nature; his complete

mastery of strategy and tactics; and his ability to

always see the plainly obvious things everyone else

overlooks

12 December 2016 24


Mark Bohr (2006) has driven the industry, by scaling down circuits at the hard pace dictated by

Moore’s Law

• Most of the industry’s leaders had given up, calling

for a slowing of the pace

• But by caning Intel into a leadership position in the

nineties, he forced the rest of the industry to follow

• He did so because his efforts did not end up as pretty

papers in technical conferences

– they wound up as real . . .

– manufacturable . . .

– product that forced others to respond

competitively


12 December 2016 25


Mike Bradley (2013) Establishing the leading operational model for semiconductor equipment

suppliers through one of the most challenging

equipment segments

• Mike’s career spans all aspects of semiconductor

equipment company management at Teradyne

• His vision for the operational model enabled

Teradyne to become one of only two surviving

mainstream ATE suppliers

• Razor-sharp product focus to deliver best product

solutions from core competencies

• This means stripping off all activities that do not fit core

competencies

• Brilliant and one of the most successful acquisition

track records to build the leading test equipment

supplier


12 December 2016 26



Martin van den Brink (2006) is a master of hi-tech marketing and development, competing on

raw intellect and out-thinking the competition at

every step

• A modern day MacArthur, he brilliantly finds ways to leap

over the competition’s strongholds, turning strengths into

weaknesses--he made fighting the Japanese look easy

• His real break came in the late eighties, when customers

clamored to skip i-line and jump to DUV

• Martin and the team at ASML didn’t take the bait and

developed i-line instead

– They risked all betting that customers were wrong

– The bet paid off and they took the lead while everyone else

back-tracked

• He insisted customers put skin in the game with 157nm

and pay for development tools

• Doing the same with immersion took them from behind to

the lead as well

12 December 2016 27



Mike Cadigan (2008) not only turned IBM around, he also built what is arguably the most

influential company in the industry

• No other company touches so many corners of the

industry, managing to ensure a competitive

landscape, while lowering development costs at the

same time

• He brought IBM a leadership role that is greater than

what it held in the last century, because for the first

time IBM is a true partner to the development of the

industry

• No one shakes their head about IBM’s future

anymore and that’s largely due to Mike

12 December 2016 28


Sunlin Chou (2006) took research and turned it into a manufacturing center that systematically

turns ideas into product

• He created the R&D pipeline concept and

• Built it into an innovation machine that …

• Marched Intel ahead at a pace that would take

them from being behind, process-wise, to being a

full generation ahead


12 December 2016 29



Gary Dickerson (2006) is the man who built KLA-Tencor’s mind-share in the nineties

• He then left to go to Varian Semiconductor, which

was locked in small company purgatory – They had great product and technology, but couldn’t go

anywhere because customers were too afraid to take the risk

– Worse, many customers had been burned by Varian in the

eighties

• Gary’s taking them into a strong leadership position

is proof of prowess . . . proof that he wasn’t just lucky

at K-T

• Gary was the soft and gentle side of K-T

– Look into his eyes and you’ll see a man who’s easy to trust

– But he never took advantage of it

• He always makes sure his organization can do what

he promises or he doesn’t promise it

• He is a Zen master of the customer relationship

12 December 2016 30



Roger Emerick (1993) is unique in his ability to build a company that is a joy for its customers and a joy

for its employees

• The value of this strategy is that it has made LRC a

consistent leader

– Its employees are quick to respond to customer

problems without arrogance, and its customers are

more forgiving when it stumbles

• On occasions when Lam does stumble, as all

companies do, it never falls far

12 December 2016 31


Paolo Gargini (2009) is one of the best consensus builders in the chip making R&D

ecosystem

• Mr. Gargini has been part of each controversial R&D

program, critically ensuring that all elements of the

program were covered

• With little credit, he travels relentlessly each year,

cajoling company and industry researchers alike to

somehow find a way to build the strong alliances

needed to keep Moore’s law alive

• He is amazingly able to navigate the thin grey line

between the interests of Intel and the industry in a

way that builds trust


12 December 2016 32


Aart de Geus (2012): Founding and building the modern EDA company, re-shaping EDA industry

into a customer-focused and trusted design partner

• Co-founded and runs Synopsys, which has become

the world’s largest supplier

• His vision has been instrumental in EDA evolving

from crude cowboy software code

• Into today’s hierarchical software that keeps track of

the billions of things that have to happen to turn an

idea into a design and ultimately into a computer

chip

• Aart has done this with razor-sharp internal and

external product focus

• He has not been shy on acquisitions by building

Synopsys into today’s EDA leader with largest

product portfolio in the industry


12 December 2016 33



Robert Graham's (1993) marketing prowess was legendary

• He consistently brought more successful systems to

market, while suffering fewer introduction failures than

anyone in the history of the equipment market

• His secrets are simple: Know your customer's business

better than they do, sell only what the customer needs

and benefits from, do not cater to their wants, and know

when not to listen to them

• His advantage was that he did these better than anyone

• As a result, he became one of those rare individuals who

gets deep respect from even his fiercest competitors

• He was also the first to recognize the potential of Japan

as a future market – This enabled Applied Materials to become one of the most

successful American companies in Japan as measured by share of

sales

Bob Graham died on

September 3, 1998

12 December 2016 34


Gary Heerssen (2012): Manufacturing hero with a focus on people and capital

• Gary was driven by the principle of knowing how to spend

money to make money – often leaving cost in the back seat,

but never profits

– As diffusion section manager at Texas Instruments MOS 11 in

Houston, he insisted on engineering content for all shifts

– Resulted in soaring yields at MOS 11, more than paying for the

added expense

• In 1991, Gary implemented a long-term vision at AMD called

“Journey to Excellence.” The four cornerstones of Journey to

Excellence are:

1) Systems for better control 2) People educated and empowered 3)

Detect problems before they are a problem 4) Organizational

structure that is modular rather than hierarchical

• This was at core of how AMD competed globally against far

larger competitors with far greater resources

• Gary Heerssen’s legacy leaves many lessons to be learned at

a time when America is again experiencing major challenges

to its leadership


Gary Heerssendied on

December 20, 2004

12 December 2016 35



Terry Higashi (2005) navigated TEL through the toughest times the Equipment Industry has

ever seen, all the while building them into a

technology leader

• TEL was once known as the best representative in

Japan and the best builder of American designed

equipment

• Mr. Higashi steered TEL through rough waters to be

a global leader

– Globalizing TEL’s customer approach

– Truly partnering with customers around the world

– With a focus on fully integrated co-development teams

• He is a man of great integrity and one of the few that

customers truly respect

12 December 2016 36


Bill Holt (2015) The leadership to keep Intel in the forefront of Semiconductor Technology

• Bill has been the driving force behind a number of

breakthrough technologies to introduce new device

generations for Intel. Among them:

‒ 90nm Strained Silicon in 2003

‒ 45nm high-k metal gate in 2007

‒ 22nm tri-gate transistor in 2011

• His leadership has kept Intel consistently a full

three years ahead in technology introductions

compared peer logic device suppliers

‒ These technologies have enabled Intel to become and

maintain the leading technology supplier status in high

performance computing and PCs

• Bill was selected as a Robert N. Noyce Award

recipient for his accomplishments in the industry


12 December 2016 37


Robert Holzel (1993) brought the concepts of systems integrator manufacturing strategies to the

industry, and showed that vertically integrated

manufacturing was not needed

• He was the first to use subcontracting of subsystems

as a way to significantly reduce overhead, an

approach that single-handedly put Extrion back in

the black after 1985's recession

• Today, his subcontracting strategies are widely

copied and are in use at virtually all profitable

equipment companies


12 December 2016 38



Bob Huston (2006) was both a modern Nick DeWolf and a west coast version; he was legendary inside the test

industry

• Bob had an ability to get inside the machine, to think like the machine,

to be one with the soul of the machine

– He invented Shmoo plotting, a huge testing advance for memories

– But his legend really comes from his ability to solve customer application

problems: ones that without a solution, the product would have never

made it to market

• He would guide the tester through the chip, searching, and finding

faults no one else could

– The biggest block-buster chip of the last three decades has to be Intel’s

386 microprocessor. Intel could not figure out how to reliably test it and

Bob did

• Intel was grateful enough to shower Trillium with all its 386 tester

business

• Without Bob, our industry would be much smaller

• Bob Huston is proof of the immense power of the individual

contribution

Bob Huston died in 2006

12 December 2016 39



Winfried Kaiser (2008) is the perfect example of a technical marketing master • B-school marketing doesn’t work in hi-tech because you must

integrate development with it

– A master understands how to take the technology and core strengths of

his company and forge them into solutions for customers

– The master must be able to build a bridge between technology and core

strengths of his company, as well as those of his customers

• Winfried’s defining moment came when chip makers were trying to

push ahead to 248nm DUV tools

– He made a very gutsy call: ignore them and focus on an i-line solution

– It wasn’t really that gutsy, for Winfred knew that the technology and

infrastructure for DUV was not going to come together on time--all he

had to do was wait for the industry to step back to i-line

• He gained the upper hand for Zeiss and ASML because competitors

were just listening to customers and doing what they were told

• The true grit and brilliance came from holding to what he knew and

believed and ignoring the customer on things they were not qualified

to talk about

• That’s an extremely thin tightrope to walk and he does it all the time,

saving untold amounts in development costs

12 December 2016 40



Tokuo Kubo (1993) was the first to recognize the value of alliances and to capitalize on this

• This enabled him to successfully build the world’s

largest equipment company without a strong

technology base

• Mr. Kubo made TEL one of the best marketing

companies in the industry

12 December 2016 41


C. Scott Kulicke (1994) was the first to prove that a Japanese competitor could indeed be

beaten with superior products

• He is a master of using product innovation as a

means to gain a competitive advantage– Using a technology strategy, he was the first executive from

any industry to systematically beat a Japan giant

• He did this in the early eighties, when Japan was at its strongest

– A cynic at heart, he was always prepared

• Then he was the first to successfully move an entire

equipment company to Asia

– Many others had been broken just moving companies inside

their own countries

– In doing so, Scott ensured the long term success of K&S


12 December 2016 42


Patrick Lam (2006) was the first to build an equipment company in Asia, outside of Japan

• He showed how this region could lead, with ASM

Pacific taking the top spot in the assembly

equipment market

• His strategy was unique to chip making equipment:

– Be as vertically integrated as possible

– Rely on local low-cost Asian manufacturing to gain a

cost advantage

– Avoid the leading edge and sell good-enough at very

good prices

• ASM Pacific went on to develop an impressive array

of technical capability


12 December 2016 43



Jean LeMoin (1994) pioneered the concept that a PR agency is a mechanism for managing a

company's image across a broad front

• She focused on creating an image that is cohesive

with the media, customers, and the financial

community

• Consequently, the presentation of the company is

deep and rings true

Jean LeMoin died on

May 3, 2010

12 December 2016 44


Ken Levy (1995) applied his vision of using pattern recognition as a means to dramatically

improve yield, ensuring the continued success of

Moore’s Law

• He built a strong company around this vision, with

the principles of having the best products available

throughout the world

• He proved to be a tough, hands-on manager that

could keep his company consistently on track

• He was bold enough to kill marginal products just

before introduction

– And focus his teams on hitting the home run


12 December 2016 45


Walt Mathews (1995), more than any other individual, was responsible for giving the

semiconductor equipment industry its own

presence separate from the semiconductor

industry

• People now know it is semiconductor equipment that

makes the chips inside their computers, and that

• Semiconductor equipment is at the beginning of the

technology food chain

• He left a successful career as a journalist to found

the first PR agency dedicated to promoting the chip

equipment industry


12 December 2016 46



Toshio Maruyama (2009) transformed Advantest from the local, domestically focused ATE

and instrumentation supplier, Takeda Riken, into a

global ATE equipment supplier

• Maruyama worked through his career at Advantest

and left his marks at all levels

– He was the inventor of IDDQ testing

• During his time as CEO, Advantest was the most

profitable ATE supplier

• His soft-spoken manners won trust from the

customer, which consistently enabled the company to

deliver outstanding products and solutions

12 December 2016 47


Dan Maydan (1996) is the only technologist to have implemented multiple visions into

successful semiconductor equipment types

• He often sees beyond any marketing survey or

customer to find products they absolutely need,

sometimes selling the unsellable while doing it

• He has created more wealth and jobs than

anyone in the history of this industry, while

pursuing his vision

• Quiet, unassuming and relentless, there is only

one word that describes this man: genius


12 December 2016 48


Haruo Matsuno (2014) for successfully integrating Verigy into Advantest and creating the

leading ATE company with three cultures that could

not have been further apart

• Created value without a slash-and-burn strategy

• Systemically took the best talent from both companies

and matched their expertise to responsibilities

– Today we see Germans leading Japan-based teams,

Japanese leading US-based teams among many mixes

that have been created

• Matsuno-san drove huge cultural change through

Advantest’s and Verigy’s organizations

• Cultural combination along with normal company

integration challenges have not been easy but today’s

Advantest can serve a far wider range of customers

than in the past and the industry is better for that


12 December 2016 49



Eric Meurice (2008) We are always amazed at how a great CEO can make all the difference in the

world

• When he joined ASML, it had been infected with the big-us

virus that all market leaders eventually contract

– The symptoms are distant cold arrogance and extreme risk

aversion accompanied with NIH syndrome (Not Invented Here)

– Eric’s managed to pretty much eradicate this throughout the

company, saving an extremely important industry resource that is

also extremely important to the future of the world

• Without advances in lithography, Moore’s Law stops and so

does the incredible anti-inflationary power that it brings

• Eric could do this anywhere, because he’s really good at

listening and learning before acting

– When he acts, he sells you before he tells you

– You want to come along, he’s not pushing

– Doesn’t bring out-of-date decision making baggage from the

previous companies and industries he’s worked at

12 December 2016 50



James Morgan (1993) is in a class by himself, likely ranking as the best business executive of the

eighties, comparing his accomplishments to executives

in other industries• He came to Applied Materials as a turnaround artist, taking them from

near failure to being one of the most successful companies in the history

of the equipment industry

• He developed a method of financing that enabled equipment companies

to grow profitably while introducing new products

– Invented the “Cash is King” model in era where debt reigned

• Mr. Morgan has also developed innovative ways to attract the best

people in the industry, gotten them to work together (in spite of clashing

egos), and provided the incentives that led to the introduction of

innovative products

• He literally wrote the book on how to compete with Japan

– Applied Materials was largely successful because of its thrust into

Japan in the eighties

– It learned to compete in this market better than many Japanese

companies, and pushed many of them aside to gain its dominance

12 December 2016 51



Steve Newberry (2011) for leadership in operations, marketing, and technology enabled Lam

Research to become the undisputed leader in etch

• Started at Lam with a razor- sharp focus on operational

excellence, something sorely missing at the time

• Applied operational skills to redefine account

management, developing original tools and capabilities

at Lam that we’ve not seen elsewhere

– Evaluate each account as a portfolio of opportunities that can be

invested in at the right time with the right product

– Ran sales and marketing like the flight deck of an aircraft carrier

– Took a memory market strategy focus, as flash memory

emerged

– Came with perfect timing, as the foundries began to fall off the

horizon as major semiconductor equipment sales targets

• Made Lam Research one of the largest and most

profitable semiconductor equipment companies

12 December 2016 52



Karl Nicklaus (1994) created one of the most longest-lived equipment companies in history

• He founded ESEC in 1968 and brought it through

many turns of the market

• He was the first to implement software as a way to

reduce mechanical components, thereby increasing

equipment reliability and lowering cost of ownership

12 December 2016 53


Mike Polcari (2009) transformed SEMATECH from a consortium known for its focus on American

interests to the global interest of ‘realizing the

roadmap.’

• Under his leadership, SEMATECH became credible

as a place where any global semiconductor

company could work to keep Moore’s Law on track

• The result has saved our industry billions in what

would have been wasted and duplicative research


12 December 2016 54


Arthur del Prado (1993) can lay claim to being the first to recognize the benefits of foreign

investments and decentralized management

• This innovation made him the first European

business leader to build a significant-sized

equipment company from a European base

• He built development bases in America, Japan,

Hong Kong, and Singapore

– His vision made ASM Pacific possible

• Played a critical role in the founding of ASML

• An audacious visionary

– Art had that rare ability to see a future that spanned

technology, markets, people, and business models

• The father of Europe’s semiconductor equipment

industry


Arthur del Prado died on

September 9, 2016

12 December 2016 55

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Egon Putzi (2006) has beaten all the odds to make SEZ a consistently profitable wet processing

company.

• First of all, SEZ is in the middle of technology

nowhere: Austria

• Second, he has uniquely differentiated something

that many thought were un-differentiable: wet

processing…

• And that was in a time when most equipment

companies were giving up on differentiation


12 December 2016 56


Barry Rapozo (2006) won his Bob Graham Award for excellence in sales and marketing for bringing

professional sales methods to our industry

• He is the master of the relationship sale

• His method is to establish a life-long relationship with the

customer, which he carefully glues together with trust– His is not a love-em and leave-em style

– Do what you say; say what you do; and when you can’t, go to the

customer hat in hand with honesty and integrity to figure out how

you can fix it together

• But the thing that is most endearing to me about Barry is

his ability to pass it on

– I’ve learned so much from this man

– Look at some of his other students for proof: Harvey Frye and Gary

Dickerson

– Plus, he taught us all to pass it on

• Few people will have had such lasting effect on this

industry as Barry


12 December 2016 57


Ken Schroeder (1996) focused KLA’s product line on yield management, not only ensuring KLA’s

fortunes, but also making them instrumental in

keeping the semiconductor industry on the learning

curve

• Mr. Schroder can also be credited with turning KLA

into a profitable company by deftly cutting the

deadwood that plagued it in the early nineties.

• Ken’s brought discipline at a time when the entire

American equipment industry needed it most.

– Ken brought process to KLA’s manufacturing

– Which resulted in quality, reliability, and repeatability

– He drove performance and execution throughout the

organization

– Ken Levy said, “he could make it happen.”

– Is the source of the maxim: Discipline in development

leads to long-term sustainable competitive advantage.


Ken Schroeder died on

October 26, 2016

12 December 2016 58


Mike Splinter (2007) had some very big shoes to step into when he came to Applied Materials--it was the

largest equipment company in the world, having grown

from nothing as a scrappy start-up into an unwieldy

giant

• Mike is no stranger to challenge, having run Intel’s

manufacturing under Craig Barrett as they took the challenge of

turning manufacturing around and besting Japan in the late

eighties

• He got Applied turned around in 2006. A block-and-tackle style

executive, Mike first focused on eliminating the fiefdoms, tearing

down some castle walls, and streamlining operations at Applied

• He redirected sales and marketing away from Taiwan and the

foundries and made it more evenly balanced, resulting in an

impressive turn in market share.

• In 2007 he set in place the most significant new strategy since

Applied broke out of deposition and entered the etch business in

1981: he broke solar out into its own separate business structure

and put chip equipment under one person


12 December 2016 59


Larry Sumney (2009) has led the SRC since its earliest days, transforming the way that our

industry relates to the University system, and

establishing Universities as true centers of

excellence for semiconductor research

• The SRC continues to contribute essential guidance

and coordination to these research efforts, while

helping numerous students navigate their way to

careers in our industry

• When he started, no university taught

semiconductors as a discipline and only few even

offered a course in it

• Today it is a mainstay of the most prestigious

engineering universities in the world


12 December 2016 60


Jon Tompkins (1996) deftly managed the acquisition of Prometrix, in the middle of a boom,

without losing key people

• Acquisitions are rarely beneficial and usually risky

• Mr. Tompkins beat the odds, displaying true

management skill, and turning Tencor into a power

player in the process


12 December 2016 61


Randhir Thakur (2012) re-defined product development at Applied Materials

• Since his appointment to lead Applied’s Silicon Systems

Group, new product introductions have accelerated to

levels that rival the late 80’s and 90’s

– When the company built its dominance as a wafer fab

equipment supplier

• He did it by going back to basics, throwing out the

spreadsheets in favor of a sharp focus on unrealized

customer need

• Instead of the classic marketing approach of looking for

big markets to penetrate, Mr. Thakur redirected Applied to

chasing the big semiconductor problems to solve

• As a result, Applied Materials’ product line got a refresh

with lots of new apps, and continuing its solid lead in all its

key equipment markets


12 December 2016 62


Ray Thompson (2006) showed the world that you don’t have to be in the valley to be competitive

• You can be anywhere, as long as you understand

the strengths and weaknesses of your local

environment and adapt to them

• Flying into the wind with private aircraft, he gained

massive lift from being in Montana

• Journalists may hate it, but no one can deny that it

works

• Another thing was having a stable workforce that

wasn’t polishing resumes, while thinking about the

next job and the pay increase it would bring

• Relying on this allowed Ray to build an extremely

responsive company--almost too extreme in fact


12 December 2016 63


Papken Der Torossian (1994) saved the step-and-scan lithography technology for America

• He was best known for finding win-win solutions

for issues of state as well as business

• He was the first statesman of the equipment

industry

• His extremely pro-American approach set a

standard for the recovery of the equipment

industry in the United States

– At a time when it was generally thought both the EU

and the US would lose its leadership position


12 December 2016 64


Tetsuo (Tom) Tsuneishi (2015) The vision behind Tokyo Electron’s successful history

• Tom has been the complement to Terry Higashi in

making TEL’s leadership so solid

̶ Provided the executional vision to Terry’s “trusted

relationship style”

̶ Second to none in being the team player needed to

make Tokyo Electron the powerhouse that it is today

• Drove the vision down into the organization

• Instrumental in delivering Tokyo Electron’s value

promise to customers

̶ Tokyo Electron is an industry benchmark for

delivering quality and performance

̶ Tirelessly worked through his career on the delivery

part of what builds great customer relationships


12 December 2016 65


Kouichi Uehara (2007) saved what was one of Japan’s treasures: Shinkawa

• Shinkawa was once the world’s largest wire bonder

manufacturer, based on Mikiya Yamazaki’s development of

the first microprocessor controlled wire bonder in the 1970’s

• Shinkawa (which means new stream) led the way in

establishing Japan’s reputation for quality and reliability in

this industry

– Sadly, they lost the way in the eighties and followed Japan’s

down in the nineties

• But there were always lots of great people there, they just

needed a great leader to turn them around

• He’s been with the company since 1965 and became

president just after the Y2K boom became everyone’s

nightmare

• He has definitely proven wrong the old saw about needing

outside management to get different results

– It just takes good people and they can be insiders


12 December 2016 66


Kazuo Ushida (2007) has proven himself a great leader in a part of the world where being a

leader is the most difficult: Japan

• The best in Japan somehow manage to lead without

leading

– They sell their people; they never tell them

• Action emerges like water swelling up from the source of a

spring creek, pure and loaded with energy, but painfully

slow for the modern world of hi-tech

• Ushida overcame that, as I’ve seen Nikon’s decision cycle

times fall dramatically

– In so doing, he has been able to drive their immersion effort to

full fruition, while bringing out an impressive array of new

products to market, which included backing up and bringing

clean-sheet-of-paper new i-Line tool to market

• The lens offerings have been fantastic and stages certainly

creative

• As a result, Nikon has come to lead the market in its own

special way


12 December 2016 67


Shoichiro Yoshida (1993) took Nikon from being an OEM supplier to being one the world’s

most respected semiconductor equipment

companies

• He successfully leveraged Nikon's reputation for

quality and reliability in the camera business into a

similar reputation for its steppers

• He ushered in a new era in which quality and

reliability would become primary decision factors in

equipment selection

• They were the first to deliver leading-edge

lithography tools that could be installed and turned-

on without any hick-ups


12 December 2016 68


Arthur Zafiropoulo (1994) was the first and only American executive to turn around a

lithography company

• His strength is in his ability to properly balance

technology with marketing and sales

– Successfully marketed Mix-and-Match lithography,

which today is a mainstay for controlling capital

depreciation cost

– Was critical to moving litho into assembly, thereby

paving the way for 2.5D and 3D packaging

• He knows how to identify and evoke the strength of a

company

• The first to successfully develop an R&D pacing

process for 10+ year payback efforts


12 December 2016 69


Thank You

follow Dan Hutcheson’s photos on twitter @wildphotons

see them all at flickr.com/photos/wildphotons/

If you have further questions, e-mail us at:

clientservices @ vlsiresearch.com

12 December 2016 70

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